Getting Started #
Transfer All Data (TAD) includes predefined layouts for essential financial reports, including the Balance Sheet, Income Statement, Cash Flow, and Trial Balance.
Using the templates below, you can replicate the structure of a standard layout and modify it to fit your specific reporting needs before importing it into Vista. This flexibility allows you to tailor financial reports while ensuring compatibility with your existing data.
Available Templates #
- Financials – Setup Rows
- Financials – Setup Columns